A complete list of active advisors currently associated with North Forty Investment Advisors LLC
Warmer can help you find a great advisor at North Forty Investment Advisors LLC or one who fits your needs even better.
The firm serves individual and high‑net‑worth clients and related entities such as IRAs, trusts, foundations, and estates. It offers wealth advisory, discretionary and non‑discretionary portfolio management, and project‑based financial consulting. Advisory work is delivered using tiered Wealth Advisory service levels (Level I–IV) that scale from monthly market reviews to investment policy development, manager selection, and family office interaction; the firm also recommends and monitors third‑party money managers and model portfolios. The adviser emphasizes asset allocation and manager selection rather than in‑house quantitative security analysis, and it provides both ongoing management and hourly consulting engagements. Compared with many solo independent advisers, the brochure shows services typically associated with larger practices—trustee consultation, family‑office interaction, and educational programs for family members—offered alongside a reliance on third‑party managers. The firm operates through an institutional custodian platform (requiring directed brokerage) and discloses a geographic limitation on third‑party money manager services for Florida clients; its managing member is a CFA charterholder with prior senior investment‑industry experience.
To learn more about the advisors currently working at North Forty Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Glen Ellyn, IL
| 24
|
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